facets overview and navigation user guide

Figure 1

Facets Overview and Navigation

Lesson Objectives In this Lesson, you will:

Be introduced to Facets Product Navigation window

Be introduced to Facets Application Groups

Learn how to select and use Facets applications

Learn how to open and close Facets applications

Learn how to make selections using the mouse and keyboard

Learn how to enter data using dialog boxes and text-entry fields

Be introduced to Facets messages

Learn how to change your Facets password

Facets Overview and Navigation Sierra/Facets 2.81 Training Manual

© Sierra Health Services, Inc.

Document Tracking: SMEs: B. Frost / T. Kent / Tech Writer: F. Holliday / Effective Date: 9/8/99/ File Name: Facets Overview and Navigation

Lesson Content Facets Overview and Navigation ___________________________________ 1

Lesson Objectives _________________________________________________________1 Lesson Content ___________________________________________________________2

Facets Overview _____________________________________________________ 4 What is Facets? _________________________________________________________4 Why the Change? ________________________________________________________4 Facets Implementation Overview ____________________________________________5

Introduction to Main Applications_______________________________________ 6 Accounting Applications Group______________________________________________6 Applications Support Group ________________________________________________7 Billing Applications Group __________________________________________________8 Capitation/Risk Allocation Applications Group __________________________________9 Claims Processing Applications Group________________________________________9 Commission Applications Group____________________________________________10 Criteria Maintenance Applications Group _____________________________________11 Customer Service Applications Group _______________________________________12 Dental Plan Applications Group ____________________________________________12 Dental Provider Agreement Applications Group ________________________________14 Medical Plan Applications Group ___________________________________________14 Medical Provider Agreement Applications Group _______________________________16 Pricing Profile Applications Group __________________________________________16 Provider Applications Group _______________________________________________17 Subscriber/Member Applications Group ______________________________________17 Utilization Management Applications Group ___________________________________18

Opening and Closing Facets __________________________________________ 19 Step-By-Step ____________________________________________________________19

Step 1: Open Facets ____________________________________________________19 Step 2: Maximize Facets Windows _________________________________________22 Step 3: Close Facets Applications _________________________________________23 Step 4: Close Out of Facets ______________________________________________23

Exploring the Product Navigation Window ______________________________ 25 Product Navigation Window Definitions ________________________________________26

Application Groups List Box _______________________________________________26 Applications List Box_____________________________________________________26 Open Forms List Box ____________________________________________________26 Open Button ___________________________________________________________26 Exit Button_____________________________________________________________26 Switch To Button________________________________________________________26 Close Form Button ______________________________________________________27

Menu Options ____________________________________________________________27 Types of Fields ___________________________________________________________27

Free-Form Field ________________________________________________________27 Drop-Down Field________________________________________________________27

Sierra/Facets 2.81 Training Manual Facets Overview and Navigation


Document Tracking: SMEs: B. Frost / T. Kent / Tech Writer: F. Holliday / Effective Date: 9/8/99 File Name: Facets Overview and Navigation

Grid Table Field ________________________________________________________ 29 Integrateable Grid Field __________________________________________________ 29

Other Screen Elements ____________________________________________________ 29 Dialog Box ____________________________________________________________ 29 Pop-up Menu __________________________________________________________ 30 Sections List Box _______________________________________________________ 30 Static Area ____________________________________________________________ 30 Grid and Text-Out Areas _________________________________________________ 31

Changing Your Facets Password ______________________________________32 Facets Messages ___________________________________________________33

Information Messages ___________________________________________________ 33 Question Messages _____________________________________________________ 33 Warning Messages _____________________________________________________ 33 Error / Critical Messages _________________________________________________ 33

Facets Overview and Navigation Skill Builder ____________________________34 Objectives ____________________________________________________________ 34 Exercise ______________________________________________________________ 34

Figure 1 - Facets Applications Hierarchy ___________________________________________ 6 Figure 2 - Opening Facets _____________________________________________________ 19 Figure 3 - Facets Logon Dialog Box ______________________________________________ 20 Figure 4 - Facets Product Navigation Window ______________________________________ 20 Figure 5 - Procedure for Maximizing Facets Windows ________________________________ 22 Figure 6 - Closing Facets Applications ____________________________________________ 23 Figure 7 - OK to Log Off Product? _______________________________________________ 24 Figure 8 – Product Navigation Window ___________________________________________ 25 Figure 9 - Illustration of Drop-Down and Free-Form Text Fields ________________________ 28 Figure 10 - Illustration of Grid Table and Integrateable Grid Fields ______________________ 28 Figure 11 - Dialog Box Sample__________________________________________________ 29 Figure 12 - Static Area; Sections and Transfer List Box Illustration ______________________ 30 Figure 13 - Grid and Text-Out Areas Illustration_____________________________________ 31 Figure 14 - Change Password Dialog Box _________________________________________ 32




Facets Overview What is Facets?

Facets is an integrated health care management system designed to handle the complex requirements of managed care programs. It is a comprehensive client/server based system that integrates eligibility, provider and plan/product data to efficiently process claims, utilization management, reviews, case management and customer service information. Facets also handles premium billing, commissions, capitation, and reporting needs. Facets is a modular system, allowing Sierra to select components to meet its key business needs.

Facets includes an extensive range of detailed processing and maintenance applications that enable Sierra to control many aspects of managed health care functions. A friendly graphical interface provides a comfortable look combined with ease of use. The interface was designed to follow Microsoft Windows 95 standards to facilitate training and increase productivity.

Facets accesses data through stored procedures and commands that provide numerous levels of security and control. User privileges are specifically controlled through the Facets network of security. A group or individual is assigned a security profile that allows access to specific areas of the system and various job-related abilities within those areas.

Why the Change?

Sierra Health Services, Inc. had to move to the next generation of managed care systems, one that could be relied on to meet rapidly changing business demands well into the next century. Our goal was to replace the Trident system with a new system that would accomplish several objectives:

Be able to process into the year 2000 and beyond.

Increase functionality for core operational functional requirements.

Integrate current systems, UM, and claims payments.

Integrate separate databases created in individual departments (sharing of information).




Associate with strong vendors who continuously improve product functionality as part of their regular enhancements.

Provide a base system that requires minimal attention of internal IS staff.

Facets Implementation Overview

The Facets project was initiated in January 1998. We immediately went into an urgent mode of staffing for the project. The Facets Implementation Project Team was put in place. This team comprised staff from each of the major operating areas to be affected by the new system. The Facets Implementation Project Team was put through a series of classes to prepare them for the project. Management and Team Leads were put in place and trained first. Additional project team members were then added to the project and given detailed system transaction training on Claims, Utilization Management, Benefit Plans, Billing, Commissions, Capitation, Customer Service, and Security.

Technology Management, Inc. (a consulting firm) was hired to facilitate the implementation through assistance with project management and strategic decision making related to system configuration and related topics. This staff participated with Sierra management and Erisco staff to put together a project workplan that was specific to Sierra Health Services, Inc.




Introduction to Main Applications Facets is an integrated program built on a modular system of like applications. Each application comprises several sections and subsections. Once you understand this process, navigating Facets becomes much easier.

Figure 2 - Facets Applications Hierarchy

The following are Facets application groups and related applications:1

Accounting Applications Group

The Accounting group of applications forms the foundation for claims and capitation check processing. These applications allow you to establish separate lines of business to associate with specific plans and claims or capitation payors. You may also maintain information about the corporate bank accounts from which claims or capitation payments are drawn.

1 Based on your security profile, not all of the application groups may be available to you.




Applications included in the Accounting group of application are the following:

1. Accounting Description

2. Accounting Period

3. Bank Account

4. Check Numbering Process

5. GL Account Mapping

6. Line of Business

7. Payment

8. Payment Reductions

9. Payor

Applications Support Group

The Application Support group of applications serves as a central library for all the codes and standard information that is entered into Facets on a regular basis. Each application maintains a specific type of information that displays as field selections throughout many application groups, such as Customer Service, Provider, Subscriber/Family, and Utilization Management.

Applications included in the Application Support group of applications are the following:

1. Accumulator Descriptions

2. Bank Data

3. Clinical Procedure Code Ranges

4. Component Description

5. Confinement Service Setup

6. Dental Category Description

7. Dental Procedure Descriptions

8. Dental Utilization Code Descriptions

9. Diagnosis Codes

10. Explanation Codes

11. Hospital Bill Code Definition

12. Hospital Frequency Code Definition




13. ICD-9 Procedure Codes

14. MDC Code Description

15. Place of Service Description, Medical

16. Place of Service Description, Dental

17. Procedure Codes

18. Product Category Definition

19. Report Category Description

20. Revenue Codes

21. System Codes

22. Tooth Chart Code Descriptions

23. User Warning Messages Description

24. User-Defined Codes

25. Audit Information

(Audit Information is available via a Transfer)

Billing Applications Group

Use the Billing group of applications to apply billing to different billing types. Facets allows you to set up the billing entity, assign the entity to a group, define and calculate fees, define discounts and discretionary items, create a summary for the entity, and create statements and reports for subscriber-based billing and self-administered billing.

The applications available in this group are:

1. Batch Receipts

2. Bill Adjustments

3. Billing Carriers

4. Billing Entity

5. Billing Group

6. Billing Message Definition

7. Billing Profile

8. Billing Summary

9. Delinquency Definition




10. Discount Calculation

11. Discount Definition

12. Discretionary Billing Items

13. Fee Calculation

14. Fee Definition

15. Receipt History

16. Receipt Processing

17. Self-Billed Processing

Capitation/Risk Allocation Applications Group

Use the Capitation/Risk Allocation group of applications to establish and control the information necessary to process claims for members with capitated service agreements and then direct payments and/or allocate funds to the appropriate service providers.


1. Average Member Premium

2. Batch Control Parameters

3. Capitation Inquiry

4. Capitation Pool Description

5. Capitation Schedule Definition

6. Claim/Encounter Mapping

7. Cycle Description

8. Fund Definition

9. Lifestyle Rate Factor

10. Manual Capitation Adjustment

11. Supplemental Capitation Rates

Claims Processing Applications Group

The Claims Processing applications group enables you to record, process, track and run inquiries on hospital and medical claims.





1. Claims Inquiry

2. Dental Claim Line-Item History

3. Dental Claims Electronic Log

4. Dental Claims Logging

5. Dental Claims Processing

6. External Claims Editing

7. Hospital Claims Electronic Logging

8. Hospital Claims Logging

9. Hospital Claims Pre-Pricing

10. Hospital Claims Processing

11. Medical Claims Electronic Logging

12. Medical Claims Logging

13. Medical Claims Pre-Pricing

14. Medical Claims Processing

15. Payment Drag Override Processing

16. Pended Claims Release Parameters

Commission Applications Group

The Commission applications group allows you to define and maintain commission information for agents and brokers who sell plans to policyholders. You can identify commission entities, enter detailed commission entity information, define commission payment methods, assignments, schedules and agreements, establish affiliations between commission entities and related insurance carriers, and enter manually calculated commission adjustments, such as advances, payments and bonuses.


1. Affiliated Carrier

2. Commission Adjustments

3. Commission Arrangement

4. Commission Entity

5. Commission Inquiry




6. Commission Schedule

7. Commission Summary

8. Common Commission Entity

9. Entity Type Definition

Criteria Maintenance Applications Group

The Criteria Maintenance group of applications lets you set up the evaluation criteria that you need during utilization review, clinical editing, and capitation processing to help you make authorization decisions based on established medical criteria.

The applications in this group are:

1. AE Criteria by Diagnosis

2. AE Criteria by Procedure

3. Alternate Criteria Definition

4. Clinical Editing Criteria

5. Clinical Organ/Disease Panels

6. CPT-4 to ICD-9 Conversion

7. CT/SC/DI Criteria

8. Diagnosis Criteria M&R

9. Diagnosis Edit Criteria

10. Length of Stay by Diagnosis

11. Length of Stay by Procedure

12. Length of Stay Conversion

13. Medical Admission Criteria

14. Optimal Recovery Guidelines

15. Procedure Criteria M&R

16. Procedure Edit Criteria

17. Same Day/Follow-Up Procedures

18. SSO Waiver Criteria

19. Surgical Admission Criteria

20. Surgical Indications M&R




Customer Service Applications Group

The Customer Service group of applications allows you to administer appeals, record correspondence such as inquiries between the MCO and its clients or state regulatory agents, and channel inquiries about practitioners and facilities.


1. Appeals

2. Appeals Contact

3. Appeals Reviewer

4. Channeling

5. Customer Service

Dental Plan Applications Group

The Dental Plan group of applications holds information about the dental plans offered and administered by your organization. Each application in this group holds details of an integral dental plan component.

The applications available in this group are2:

1. Administrative Information

2. Administrative Rules, Dental

3. Area & Industry Rate Factors

4. Alternate Funding Rules

5. Automatic Action Criteria

6. Benefit Summary

7. Billing Component

8. Class/Plan Definition

9. COB Rules

10. Component Prefix Descriptions

11. Conversion Factor Definition, Dental

2 You will find the provider agreement applications related to medical provider agreements in the Medical Provider Agreement applications group and the provider agreement applications related to dental provider agreements in the Dental Provider applications group.




12. Covering Provider Set application

13. Deductible Rules

14. Dental Category Payment

15. Dental Category Related Parameters

16. Dental Category Rule Definition

17. Dental Category Waiting Period

18. Dental Procedure/Category Conversion

19. Dental Utilization Edits

20. Duplicate Claim Rules, Dental

21. EOB Information

22. Group Administration Rules

23. In Area ZIP Codes

24. Limit Rules

25. Network Set

26. Other Party Liability

27. Plan Descriptions

28. Premium Rate Table

29. Procedure Definition, Dental

30. Procedure Payment, Dental

31. Procedure Pricing, Dental

32. Processing Control Agent

33. Product

34. R&C/Schedule, Dental

35. Trend Rate Factors

36. Unit Value Pricing Definition, Dental

37. User Warning Messages

38. Volume Calculation

39. Volume Reduction Calculation

40. Warning Messages

41. Zip Code Area Definition




Dental Provider Agreement Applications Group

The Dental Provider Agreement applications group is used to establish or edit an agreement between participating providers.

The applications in the Dental Provider Agreement applications group are:

1. Agreement, Dental

2. Category Discounts

3. Prompt Payment Discount

Medical Plan Applications Group

The Medical Plan group of applications holds information about the health plans that are offered and administered.

Each application in this group holds details of an integral plan component:

1. Administrative Information

2. Administrative Rules, Medical

3. Alternate Funding Rules

4. Area & Industry Rate Factors

5. Automatic Action Criteria

6. Benefit Summary

7. Billing Component

8. Claim Interest Rates

9. Claim/UM Matching Parameters

10. Class/Plan Definition

11. Clinical Editing Admin Rules

12. COB Rules

13. Component Prefix Descriptions

14. Conversion Factor Definition, Medical

15. Covering Provider Set

16. Deductible Rules

17. Duplicate Claim Rules, Medical




18. Duplicate UM Rules

19. EOB Information

20. Group Administration Rules

21. HCFA AAPCC Rate Table

22. HCFA Rate Factors

23. In Area Zip Codes

24. Limit Rules

25. Network Set

26. Other Party Liability

27. Plan Descriptions

28. Premium Rate Table

29. Processing Control Agent

30. Product

31. R&C/Schedule, Medical

32. RBRVS Zip Code Area

33. Service Code Conversion

34. Service Conversion Description

35. Service Definition

36. Service ID Descriptions

37. Service Payment

38. Service Pricing

39. Service Related Parameters

40. Service Rule Definition

41. Service/Procedure Conversion

42. Service/Revenue Code Conversion

43. Supplemental Procedure Conversion

44. Supplemental Revenue Code Conversion

45. Trend Rate Factors

46. UM Service Group

47. Unit Value Pricing Definition, Medical

48. User Warning Messages




49. Volume Calculation

50. Volume Reduction Calculation

51. Warning Messages

52. Zip Code Area Definition

Medical Provider Agreement Applications Group

The Medical Provider Agreement applications group is used to establish or edit an agreement between participating providers.

The applications in the Medical Provider Agreement applications group are3:

1. Agreement, Medical

2. Auto Room Type

3. DRG Rules

4. Exclusions

5. Procedures

6. Prompt Payment Discount

7. Stoploss

Pricing Profile Applications Group

The Pricing Profile group of applications establishes the pricing contracts agreed upon between practitioners, facilities, networks, and MCO’s.


1. Conversion Factor Profile, Dental

2. Conversion Factor Profile, Medical

3. DRG Profile

4. Fee Schedule Profile, Dental

5. Fee Schedule Profile, Medical

6. Room Type Profile

3 You will find the provider agreement applications related to medical provider agreements in the Medical Provider Agreement applications group and the provider agreement applications related to dental provider agreements in the Dental Provider applications group.




Provider Applications Group

The Provider group of applications holds information about the providers who contract to deliver health care services to eligible enrollees. Facets distinguishes each provider as either a practitioner, facility, IPA, or provider group.


1. Common Practitioner

2. Facility

3. IPA

4. Network

5. Network Area

6. Network Group

7. Practitioner

8. Provider Group

9. Provider Notes

10. Provider Related Entity

11. Quick Facility

12. Quick Practitioner

13. Quick Provider Group

Subscriber/Member Applications Group

The Subscriber/Member group of applications holds information about the individuals and employer groups who participate Sierra's health plans. These individuals are called either members or subscribers.


1. Area

2. COB Carrier

3. Eligibility Inquiry

4. Enrollment

5. Family Accumulator

6. Group




7. Institutions for Medicare Risk

8. Mass PCP Changes

9. Mass Plan Change

10. Member Accumulator

11. Member Notes

12. Parent Group

13. Quick Member

14. Quick PCP

15. Rating Inquiry

16. Related Entity

17. Responsible Person

18. Subgroup

19. Subscriber Notes

20. Subscriber/Family

Utilization Management Applications Group

The Utilization Management group of applications automates the processing of pre-authorizing health care treatment prior to delivery, allows inquiries about multiple reviews without opening the reviews themselves, and tracks case management activity for each episode of care.


1. Case Management

2. Prospective UM

3. Provider Case Fees

4. UM Inquiry

5. UM Logging




Opening and Closing Facets Before running any Facets application, you must first open the Facets program itself.

Step-By-Step Step 1: Open Facets

1. Click the Start button on your Taskbar to open the Start menu.

2. Click on Facets Client in the Start menu.

A blank Erisco Facets window opens on your screen.

3. Choose File/Open Database.

Figure 3 - Opening Facets

4. Double-click on click faprod.pzb in the File name: list box.

The Logon dialog box is now displayed.




Figure 4 - Facets Logon Dialog Box

5. Enter your User Id and Password, then press Enter.

Note: Both your User Id and Password are case sensitive.

The Erisco Facets – Product Navigation window opens displaying three sections: Applications, Application Groups, and Open Forms

Figure 5 - Facets Product Navigation Window

6. Select the application group you want by clicking on its name in the Application Groups list box.




7. Select the application you want by double-clicking on its name in the Applications list box.




Step 2: Maximize Facets Windows

To make sure that you view all of the fields, buttons, scroll bars, and other objects for each Facets’ window, screen, and dialog box, you must maximize the view of your screen.

1. To maximize Facets, open the Facets Product Navigation window as described in Step 1 above.

2. Choose Window/Open Forms/Maximized on the Erisco Facets menu bar.

3. Click on the Maximize button on the Erisco Facets title bar.

Figure 6 - Procedure for Maximizing Facets Windows

4. Click on the Maximize button on the Product Navigation title bar.

Note: Notice that both windows now take up the entire screen. Thus, they are maximized.




Step 3: Close Facets Applications

1. When you are finished using individual facets applications, close each application by choosing File/Close on the menu bar.

Figure 7 - Closing Facets Applications

2. This procedure closes individual Facets applications and takes you back to the Erisco Facets – Product Navigation window.

Step 4: Close Out of Facets

1. To close out of Facets, choose File/Exit or click on the Exit button located under the Application Groups list box.

2. At the Facets Ok to Log Off Product? prompt (see Figure 7), click on the OK button.

Note: If you change your mind and do not want to log off of Facets, click on the Cancel button on the Facets Ok to Log Off Product? prompt.




Figure 8 - OK to Log Off Product?




Exploring the Product Navigation Window

Figure 9 – Product Navigation Window

The Product Navigation window is your Facets command center. It displays all of the available Facets applications. It also displays any open Facets forms on your desktop. You can switch to open forms, or close them from here. Facets allows navigation with the mouse or keyboard.

Minimize - Reduces the open window to the Taskbar Titlebar

Lists the name of the open application

Menubar Each menu provides a drop-down list of commands

Application Groups Lists available Facets application groups

Applications Lists specific applications available with in the selected group of applications

Maximize/Restore Enlarges open windows to full screen size

Close – DO NOT USE

Status Bar – Displays database and user ID names

Open Forms - Lists open applications

Switch to button -Opens an application within the Open Forms window

Exit button – Closes the database

Close Form button - Closes highlighted form(s)

Open button - Opens an Application within an Applications Group




Product Navigation Window Definitions See Figure 8 for illustrations of the following definitions:

Application Groups List Box

The Application Groups list box provides direct access to all available Facets application groups. To select an application group, double-click on the application group’s name.

Applications List Box

The Applications list box lists all available applications within a selected group of applications. To open an application, double-click on the application name.

Open Forms List Box

The Open Forms list box displays a list of all of the forms that are open on your desktop. The forms listed here are not dependent on the other selections in the Product Navigation window; the Open Forms list shows all of the forms you have open in Facets, regardless of which applications they belong to.

Open Button

Instead of double-clicking the application you want to open, you may highlight your selection and click on this button to open the application.

Exit Button

Click this button to exit Facets.

Switch To Button

Click this button to switch from the Product Navigation window to the form you selected in the Open Forms list box. Switching to an open form does not close any forms in the list; it simply moves the form you selected to the front of your other open windows.




Close Form Button

Click this button to close the form you selected in the Open Forms list box.

Closing a form does not close the Product Navigation window; it only removes the form from the Open Forms list box.

Menu Options When you choose an item on the Menubar, a drop-down menu appears allowing you to select from a list of commands. Commands appearing in black are accessible to you; options that are “grayed out” are not.

Types of Fields There are four types of text entry fields in which you enter data: free-form, drop-down list, grid table, and integrateable grid fields. The type of function you are performing determines the type of field in which you will enter data.

Refer to Figures 8 and 9.

Free-Form Field

A free-form field is used to enter text. You may enter letters, numbers, or both, depending on the properties of the field. Once you have typed your text, you may advance from one field to the next by pressing the Tab key or by clicking in the next field with your mouse. Pressing Shift + Tab takes you to the previous field.

Many computer applications refer to this type of field as a text-entry field.

Drop-Down Field




A drop-down field allows you to select from a list of choices that appears when you click on the “down-arrow”. You make your selection by clicking on the appropriate choice in the drop-down list.

Figure 10 - Illustration of Drop-Down and Free-Form Text Fields

Figure 11 - Illustration of Grid Table and Integrateable Grid Fields

Drop-Down Field Used to enter data contained in a drop down list

Down Arrow Used to access the drop down field list

Drop-Down Field List Displays after clicking the drop-down arrow

Free-Form Field – Used to enter text in any format

Grid Table Field Used to add data one line at a time

Integrateable Grid Field Used to add multiple lines of data

Drop-Down Menu Displays command options




Grid Table Field

A grid table field is used to add data one line at a time (refer back to Figure 10).

Integrateable Grid Field

An integrateable grid field is used to add multiple lines of data (refer back to Figure 10).

Other Screen Elements Dialog Box

In a graphical user interface environment such as Facets, a special window is displayed by the system or application to solicit additional information before activating a selected command. This window is called a dialog box. For example, notice the ID Card Request dialog box shown in Figure 11.

Figure 12 - Dialog Box Sample

Sections List Box Lists application sections

Transfer List Box Transfer to you to another application

Dialog Box Request specific information




Pop-up Menu

A Pop-up menu is a command menu that is displayed on top of the existing screen text or image. When the item is selected, the menu disappears and the screen is restored.

Sections List Box

The Sections list box contains a list of application section choices. For example, notice the list of sections displayed in the sections list box in Figure 12. (The word Indicative is highlighted because that is the section being displayed.)

Static Area

The Static area is a text area on the left margin of all application screens that displays specific information about the activity in the open application. For example, in the Case Management application, the static area displays Case Management ID, Primary User ID, Next Review Date, and Status. Ultra Blue messages indicate the existence of notes and cases (see Figure 12).

Figure 13 - Static Area; Sections and Transfer List Box Illustration

Static Area

Sections and Transfer List Boxes




Grid and Text-Out Areas

When primary information is displayed in rows within a grid, more detailed information is displayed in a text-out area below the grid as each row is highlighted. To highlight a row in a grid, use your mouse to click on the row or tab to the grid and use the and arrow keys. For example, in Eligibility Inquiry, a grid displays a row for each member’s eligibility status. Detailed information for each row can be viewed below the grid (see Figure 13).

Figure 14 - Grid and Text-Out Areas Illustration

Grid Area

Text Out Area




Changing Your Facets Password Changing your password is an easy procedure but must be done with caution.

If you share a computer with others in your department and all of you use the same password, do not change the password without you manager’s approval.

If you have not been given explicit permission from your Manager or IS to change your password, then don’t change it.

1. Sign onto Facets in your usual manner.

2. From the Product Navigation window, choose Option/Change Password; or press Alt + P, C.

The Change Password dialog box displays (see Figure 14).

Figure 15 - Change Password Dialog Box

3. Enter your current password in the Old field.

4. Enter your new password in the New field.

5. Re-enter your new password in the Retype field.

6. Click the OK button or press Enter when done. Your new password is now activated.




Facets Messages Facets displays four different types of messages:

Information Messages

Visually identified by a blue icon with the letter “i” inside, information messages tell you the results of the command you just chose. They are "FYI" in nature; that is, they are for informational purposes only. When an information message pops up, Facets asks you to acknowledge it by clicking OK or Yes.

Question Messages

Visually identified by a green sign with a question mark, question messages ask you to confirm the action you just chose before you can proceed. When a question message pops up, Facets waits for you to answer it by clicking the appropriate response button.

Warning Messages

Visually identified by a yellow sign with an exclamation mark, warning messages alert you to an error or situation that requires you to make some sort of decision and/or input before proceeding. Warning messages are more severe than information and question messages because they pop up when you choose an action with potentially destructive or irreversible consequences.

Error / Critical Messages

Visually identified by a red stop sign, error messages (also referred to as critical messages) alert you to serious system-related or application-related problems that must be corrected before you can continue working in Facets. Error messages will disable you from continuing your work before resolution of the error. Often, after you click OK to acknowledge an error message, Facets will close the application and you will need to open it again to continue your work.




Facets Overview and Navigation Skill Builder Objectives

You will review:

How to use the Facets Product Navigation window

How to select applications through Facets Application Groups

How to select and use Facets applications

How to open and close Facets applications

How to make selections using the mouse and keyboard

How to enter data using dialog boxes and Free-form, Drop-down, Grid table, and Integrateable fields

How to review Facets messages

How to change your Facets password

Exercise

Complete the following:

1. TBA

facets overview and navigation user guide

Documents

close facets applications

provider applications

accounting applications

applications support

billing applications

commission applications

main applications

open facets